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Sep 30, 2024

Aurinia Q3 2024 Earnings Report

Achieved revenue growth and progressed AUR200 development amid strategic restructuring.

Key Takeaways

Aurinia Pharmaceuticals reported strong Q3 2024 results with a 24% increase in total net revenue and a 36% increase in net product revenue compared to the same period last year. The company is undergoing a strategic restructuring to focus on LUPKYNIS growth and AUR200 development, expecting significant cost savings.

Total net revenue reached $67.8 million, a 24% increase year-over-year.

Net product revenue was $55.5 million, representing a 36% increase year-over-year.

Cash flow from operations was $17.0 million for the quarter.

The company anticipates over $40 million in annualized cash-based operating expense savings post-restructuring.

Total Revenue
$67.8M
Previous year: $54.5M
+24.3%
EPS
$0.1
Previous year: -$0.09
-211.1%
Gross Profit
$61.7M
Previous year: $47.7M
+29.3%
Cash and Equivalents
$37.1M
Previous year: $46.4M
-19.9%
Free Cash Flow
$16.8M
Previous year: -$13.3M
-226.7%
Total Assets
$549M
Previous year: $555M
-1.0%

Aurinia

Aurinia

Aurinia Revenue by Segment

Forward Guidance

Aurinia reiterates its 2024 net product revenue guidance range of $210 to $220 million and anticipates a one-time restructuring charge in Q4 2024.

Positive Outlook

  • Reiterates 2024 net product revenue guidance range of $210 to $220 million.
  • Anticipates post-restructuring annualized cash-based operating expense savings of more than $40 million.
  • Focus on continued LUPKYNIS growth and AUR200 development.
  • Streamlined organization to lean further into key areas of the commercial LUPKYNIS business.
  • Acceleration of the development of AUR200.

Challenges Ahead

  • Anticipates a one-time restructuring charge in the fourth quarter of 2024 of $15 to $19 million.
  • Workforce reduction of approximately 45%.
  • Restructuring expenses primarily included employee severance, one-time benefit payments, and contract termination expenses.
  • Difficulties Aurinia may experience executing its restructuring program.
  • Challenges in the conduct of clinical studies.